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WestHill Financial Advisors’s Chevron CVX Stock Holding History

WestHill Financial Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$987K Sell
4,833
-162
-3% -$31.9K 0.17% 38
2026
Q2 		$828K Sell
4,995
-1
-0% -$186 0.14% 39
2026
Q1 		$1.03M Sell
4,996
-334
-6% -$60.9K 0.2% 31
2025
Q4 		$812K Buy
5,330
+12
+0.2% +$1.83K 0.15% 38
2025
Q3 		$826K Sell
5,318
-18
-0.3% -$2.79K 0.16% 33
2025
Q2 		$764K Buy
5,336
+24
+0.5% +$3.38K 0.16% 33
2025
Q1 		$889K Sell
5,312
-223
-4% -$34.9K 0.2% 32
2024
Q4 		$802K Sell
5,535
-286
-5% -$43.8K 0.18% 32
2024
Q3 		$857K Sell
5,821
-43
-0.7% -$6.4K 0.19% 32
2024
Q2 		$917K Sell
5,864
-27
-0.5% -$4.3K 0.22% 28
2024
Q1 		$929K Buy
5,891
+31
+0.5% +$4.68K 0.23% 27
2023
Q4 		$874K Sell
5,860
-744
-11% -$113K 0.23% 27
2023
Q3 		$1.11M Buy
6,604
+419
+7% +$67.7K 0.32% 23
2023
Q2 		$973K Buy
6,185
+13
+0.2% +$2.08K 0.28% 25
2023
Q1 		$1.01M Sell
6,172
-88
-1% -$14.8K 0.3% 24
2022
Q4 		$1.12M Sell
6,260
-1,343
-18% -$234K 0.36% 22
2022
Q3 		$1.09M Sell
7,603
-485
-6% -$74K 0.37% 23
2022
Q2 		$1.17M Sell
8,088
-639
-7% -$106K 0.39% 22
2022
Q1 		$1.42M Sell
8,727
-2,621
-23% -$376K 0.41% 21
2021
Q4 		$1.33M Buy
11,348
+4,341
+62% +$493K 0.38% 23
2021
Q3 		$711K Buy
+7,007
New +$699K 0.22% 29
2021
Q1 		$922K Sell
8,795
-661
-7% -$64.5K 0.33% 24
2020
Q4 		$799K Buy
+9,456
New +$766K 0.31% 22

Other funds holding CVX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

WestHill Financial Advisors's CVX Position: Q3 2026 in Review

WestHill Financial Advisors reduced its Chevron (CVX) stake by 3.2% in Q3 2026, selling an estimated $31.9K and leaving 4,833 shares worth $987K. The position accounts for 0.17% of the portfolio, ranked #38.

WestHill Financial Advisors first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.42M in Q1 2022. 520 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • WestHill Financial Advisors held 4,833 shares of Chevron worth $987K as of Q3 2026.
  • WestHill Financial Advisors sold 162 Chevron shares in Q3 2026, an estimated $31.9K.
  • Chevron made up 0.17% of WestHill Financial Advisors's portfolio in Q3 2026, its #38 holding.
  • WestHill Financial Advisors first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • WestHill Financial Advisors's Chevron position peaked at $1.42M in Q1 2022.
  • 520 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.